DTE is expanding its investment plan by 30% and will sell its unregulated subsidiary, DTE Vantage, for $3 billion to help fund that growth. CEO Joi Harris told analysts the sale makes DTE a simpler, higher-growth premium utility. The company also expects a state legislative push for multi-year rate making, a regulatory shift that could affect how it plans and recovers utility investments.
Exelon and Invenergy have filed complaints at FERC seeking changes to capacity market rules. Exelon wants FERC to require PJM to adopt a prompt capacity auction, while Invenergy wants the Midcontinent grid operator to allow HVDC merchant lines to receive capacity payments. The disputes could reshape how capacity is procured and how merchant transmission is compensated in those markets.
Entergy reported strong third-quarter sales and said it is making progress on a data center agreement in Arkansas, according to CEO Drew Marsh. Separately, the New Orleans-based utility secured firm pipeline contracts for enough natural gas to support 10 new combined-cycle power plants in Louisiana. The moves show how utilities are securing fuel and generation capacity to meet rising electricity demand from data centers and other large loads.
Arizona Public Service told regulators it expects electricity sales to double by 2041 and peak demand to rise about 3.4% annually over the next 15 years, driven by industry and data centers. In its integrated resource plan filed Friday, the utility also proposed extending coal use to 2038. The filing matters because it signals a longer reliance on coal and a need to add capacity to meet faster demand growth.
Former FERC Chairman Mark Christie argues that the Senate permitting bill has constructive potential but requires targeted amendments. He says such changes could reduce the most harmful effects of provisions he views as overreaching, making the bill’s design and scope important to professionals tracking permitting policy.
Saft has introduced EnerShift, an integrated offering that combines battery storage, energy trading, and financing for industrial sites. The solution is already deployed at Saft’s Bordeaux facility, where it has cut annual electricity costs by about 15%. For industrial energy users, the package matters because it brings storage, market participation, and financing together rather than requiring separate arrangements.
Two public affairs strategists, John Ashford and Jared Dubnow, examine the rising political backlash against data centers and what it could mean for electricity investment and regulation as the 2026 midterms approach. They also consider whether public opposition could spread to emerging generation technologies. For power-sector professionals, the analysis signals that voter sentiment around affordability and local siting may become a material source of project and policy risk.